Customizing the headerTwo customizations are possible for the header:
- Displaying a logo
- Billing address (visible on invoices and jobs reports).
Customizing the logoBy default, the Synchroteam logo appears on the top left hand corner of PDF files
To upload your own logo, simply click on "Settings" (1) and then on "My Account" (2).
Click the "Upload" button to pick up your logo.
Click the "Download" button to pick up your logo.
You can either upload a new logo (1) or remove the current logo (2).
Customizing the billing addressTo customize the billing address, simply to stay inside the "My Account" settings and click on "Change" below "Account Information".
A popup opens allowing you to enter the billing address (1). Once entered, simply click on the "Save" button (2).
Final ResultYou can see your changes when you test a PDF export for a job report or an invoice.
Customizing the footerYou can also customize the footer of an invoice or a job report.
To do this, simply click on "Settings" (1) and then on "...More" (2).
Choose "Footer" under "General Configuration"
On the left-hand side (1), the fields available for the footer.
On the right-hand side (2), the 3 areas where these fields and/or custom text can be inserted.
To add a field in one of three areas:
1 - click in the target area
2 - click on the arrow of the field you want to insert
For example, let's add "Job #" to the left area.
You can also add text and more fields. For example, we will add the date of the job preceded by "Job performed on " in the right area.
We click in the right area and enter "Job performed on "
The we click the arrow next to "Date carried out(Started)".
The click the "Save" button. The footer is now defined for invoices and jobs reports.